Filed July 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,353 | $95,542+42.7% | $69,455+96.3% | $67,579+101.8% |
| Participation rate | 98.7% | 79.4%+19.3pp | 74.6%+24.1pp | 71.3%+27.4pp |
| Annual return | 18.53% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $3,338 | $2,989+11.7% | $2,779+20.1% | $2,148+55.4% |
| Participant deferral / active EE | $4,460 | $3,263+36.7% | $3,535+26.2% | $3,539+26.0% |
| Admin fee / account holder | $21 | $90-76.6% | $3,839-99.5% | $142-85.2% |